-28.3%
BABA vs TECH
-40.1%
+11.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +11.6% | +0.2% | +11.5% | +11.6% |
| 30D | +2.3% | +0.3% | +1.9% | +2.2% |
| 3M | -13.7% | +1.3% | -15.0% | -14.0% |
| 6M | -21.9% | +54.0% | -75.9% | -31.9% |
| YTD | -24.6% | +24.3% | -48.9% | -31.2% |
| 1Y | -34.1% | +25.8% | -59.9% | -40.3% |
| 3Y | +36.3% | +26.0% | +10.3% | +12.5% |
| All | -28.3% | -40.1% | +11.8% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling